We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
851
Boston Financial Management
Massachusetts
$227K – – –
KPWS
852
Kestra Private Wealth Services
Texas
$227K +$232K +2,902 New
EP
853
Edgestream Partners
New Jersey
$226K -$86.3K -1,077 -27%
FRA
854
Front Row Advisors
California
$226K – – –
FWM
855
Fairhaven Wealth Management
Illinois
$223K – – –
CC
856
Callan Capital
California
$222K – – –
BC
857
Burney Company
Virginia
$221K -$80 -1 -0%
PCTC
858
Perkins Coie Trust Company
Washington
$221K – – –
WJWM
859
Williams Jones Wealth Management
New York
$219K +$8.01K +100 +4%
AMM
860
American Money Management
California
$219K +$224K +2,800 New
BBNA
861
Bremer Bank National Association
Minnesota
$218K – – –
MAA
862
Matrix Asset Advisors
New York
$218K +$223K +2,782 New
MIA
863
MainStreet Investment Advisors
Illinois
$216K – – –
CFS
864
CRA Financial Services
New Jersey
$215K – – –
M
865
MOTCO
Texas
$215K – – –
PSF
866
Pacific Sun Financial
California
$214K +$219K +2,740 New
CBFP
867
Cedar Brook Financial Partners
Ohio
$213K -$130K -1,622 -37%
TFA
868
Transamerica Financial Advisors
Florida
$213K -$16.8K -210 -7%
HWM
869
HighMark Wealth Management
Minnesota
$213K – – –
JCM
870
Jag Capital Management
Missouri
$212K +$2.72K +34 +1%
NB
871
Nicolet Bankshares
Wisconsin
$211K -$3.2K -40 -1%
CCMG
872
Clark Capital Management Group
Pennsylvania
$211K +$9.29K +116 +4%
MIC
873
Meridian Investment Counsel
California
$208K – – –
MIAS
874
Mason Investment Advisory Services
Virginia
$208K – – –
CFA
875
Carroll Financial Associates
North Carolina
$206K – – –
33 34
35
36 37